Profidata Group
HQ Address
Bandliweg 30, 8048 Zurich, Switzerland
Website Address
Business introduction
Innovative software and SaaS solutions to optimise the investment management process
Over the past 35 years our commitment to innovation has allowed Profidata to consistently offer outstanding products and services to clients, with whom we foster long-term business-partnerships where their interests come first
Market focus
We specialise in the development and marketing of sophisticated investment management solutions and services. As well as product development, our one-stop service includes consulting and implementation. Our clients are located in the major financial centres of Europe and Asia.
Goals
Wherever we market our software products, we aim to be one of the top providers. If this is not the case, we will do all we can to become the best. We are constantly striving to achieve this goal, and for some years now have continuously reinvested a considerable portion of our profits in expanding our range and improving the quality of our software products and services. This has always been a distinguishing feature of Profidata’s offering – and it will continue to be in future.
Profidata Group Solutions
AssetView
Looking to further deepen relationships with your institutional customers through outstanding, innovative services? Would you like to provide your customers with an intuitive, anytime, any-device view of their portfolio through intelligent, web-based automation, and therefore a first-class customer experience? If your answer to these questions is yes, then you should......
business needs
DirectOrder
With DirectOrder, we present the first module of our XLab product strategy: lean web application solutions, implemented with state-of-the-art technologies that focus on a specific use case to make it as efficient and user-friendly as possible. With their own release cycle they add another facet to the existing XENTIS offering....
business needs
e-AMIS
e-AMIS, the comprehensive asset management and information system, supports the entire investment process in portfolio management. Family offices, banks, asset managers and other financial service providers appreciate the wide-ranging functionality and intuitive nature of the software. With its flexible architecture and innovative technology, e-AMIS allows efficient management of investments. Portfolio......
business needs
view solutionFundLine / RiskLine
FundLine supports the automation of all activities related to the processing of commissions and fees (e.g. trailer fee / sales commissions, administration, custodian bank and management fees). Both payment and receipt as well as distribution of commissions are comprehensively covered in an audit-proof way and in compliance with regulatory requirements such......
business needs
RiskRadar
RiskRadar is an online interactive platform that encapsulates 17+ years of managing and monitoring portfolio risk for all types of fund structures and investment strategies. Our proprietary risk system encompasses the capability of hosting multiple risk engines and focussing their analytical strengths to bring a unique picture of portfolio risk....
business needs
XENTIS
XENTIS is today’s choice for leading investment companies and is currently used by thousands of users to manage assets worth over one trillion EUR, and to price more than 6,000 funds and 30,000 mandates daily. XENTIS’ comprehensive functionality fully supports the entire investment process by automating front-, middle- and back-office operations....
business needs
view solutionxpass
The reliable basis for the entire securities process, the flexible IT platform xpass, is based on a platform architecture. It fully integrates internal and external entities and automates the entire workflow. This is managed easily with xpass across all internal systems involved and across all participants involved such as customers,......
